403(b) Investment Options

Roth 403(b) Contribution Policy

Marketing Information

Investment products of Wells Investment Securities are marketed using the following approaches:

End of List Declared by Wells Investment Securities

Helpful Employee Resources

Wells Investment Securities has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Wells Investment Securities provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Wells Investment Securities Plan Number

When contacting Wells Investment Securities or its local contacts, have ready your Philomath School District - Wells Investment Securities PLAN OR GROUP NUMBER: To Be Determined

Philomath School District EIN

When contacting Wells Investment Securities or its local contacts, you may require the Philomath School District EIN: 936000208

Philomath School District Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Wells Investment Securities on Philomath School District list of authorized vendors.

Request Additional Information from Wells Investment Securities

Wells Investment Securities has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Wells Investment Securities has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Philomath School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Philomath School District
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Vendor Forms and Online Submissions Links

Wells Investment Securities has not provided copies of or links to any Vendor Forms. Please contact Wells Investment Securities to request any forms you might need.

Philomath School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Philomath School District 403(b) Plan and much more on the Philomath School District Information Page, available by clicking here.